Using our proprietary database, we will identify your Institutional investors behind the custodians.
At LHA, we understand a stock’s trading characteristics and price are strongly influenced by who holds the shares. We start each client relationship with an in-depth ownership analysis of the company and its industry peer group, including historical trends. We do this so we can properly classify Wall Street’s perception of a client’s stock and construct effective outreach programs. On a quarterly basis, we update this analysis and examine changes in the shareholder composition to assess the alignment between a client’s messaging and its desired shareholder base and recommend next steps.